Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Las Vegas Sands is the Stock Version of a Bruckheimer/Bay Flick (LVS)

I’ve been working hard to get a breakup value & earnings model going for Las Vegas Sands, but the input parameters keep changing by the hour. This casino operator with massive interests in Macau and Vegas is down over 90% in the past year, and I’ve long been a fan of the potential for value [...]

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Las Vegas Sands Shares Soar After Singapore Deals Itself In (Contrarian Profits, 10/30/08)
Las Vegas Sands puts the brakes on Macau (China and Asia Stock Alert - Glo..., 11/11/08)
Las Vegas Sands (LVS) is Now a $4 Stock (Fund my Mutual Fund, 10/28/08)
Read more on Las Vegas Sands at Wikinvest

Halliburton - Valuation Revisited

Energy servicing giant Halliburton Company (NYSE: HAL) is down over 25% from its summer peak of $55, tracing the performance line of crude oil. This is to be expected in a market with little in the way of broad direction or leadership, but with oil becoming so volatile on YoY levels, price movements have lost [...]

More on this topic (What's this?)
Stock up on HAL on the Cheap (Domenic Strazzulla's Stock Blog, 10/27/08)
“Top Secret ‘Project Bronco’ Probes Ocean of Oil in the U.S.” (Stock Gumshoe, 3/4/10)
“The $4.2 Trillion Land Grab on a $1.00 Stock” (Ian Wyatt) (Stock Gumshoe, 1/27/10)
Read more on Halliburton Company, Oil at Wikinvest